Innovation Management Wisdom

Posts with the tag 'independent financial advisors'

Whyze Group Helps American Express Subsidiary Innovate Broker Experiences

Atlanta, GA, August 5, 2002—Whyze Group recently wrapped up a six-month effort to attract and retain more independent financial advisors at Securities America, an Omaha-based American Express company.Securities America sells various investment instruments through a network in independent financial advisors located throughout the United States.

Whyze Group’s partner on the project was Customer Innovations, a customer experience management consultancy based in Atlanta.  Whyze Group’s role included performing a broker experience management audit with company managers and filling critical gaps in management’s understanding of key issues among its independent broker channels.  

This set the table for a focused set of initiatives that the company is implementing.  These include improvements to broker recruitment, contracting, account migration, trade execution and on-going maintenance processes.   

Whyze Group facilitates management teams’ discoveries and innovations of new customer experiences. Whyze Group applies a reliable and powerful approach, integrating deep customer experience insight, strategic innovation frameworks and executive alignment workshops to guide managers toward innovation breakthroughs. Clients include Rubbermaid, Zales, Nationwide Insurance, Grainger, ING, Humana, Dominion Power, Key Bank and nGenera.

August 5th, 2002


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